ENTITY
ASML Holding NV

ASML Holding NV (ASML US)

142
Analysis
Information TechnologyNetherlands
ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients worldwide.
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21 Apr 2023 14:48

ASML. Still A Safe Harbor In A Semi Storm

No change to FY 2023 outlook but some EUV orders for H2 2024 remain to be booked. With an order backlog of ~$39 billion, ASML will ride out this...

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18 Apr 2023 00:29

Taiwan Tech Weekly: TSMC Cutting Capex, Earnings This Week; Suppliers ASML & Lam Also Will Report

Delta Thailand valuation still precarious relative to Delta Taiwan. Apple has continued to outperform the Quanta & Pegatron pair.

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17 Apr 2023 21:34

The Innovations Portfolios - Week Twenty One

For the twenty-one weeks since inception ended 14 April the innovation small cap portfolio was up 5.9%, mid cap portfolio was up 4.4% and the large...

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03 Apr 2023 09:25

The Innovations Portfolios - Week Nineteen

For the nineteen since inception ended 31 March the innovation small cap portfolio was up 8.0%, the innovation mid cap portfolio was up 3.2% and...

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bearishKLA-Tencor Corp
12 Mar 2023 15:38

MVIS US Listed Semiconductor 25 Index Rebalance: Big Flow, Small Impact

No constituent changes, but there are float/capping changes. Estimated one-way turnover is 4.8% resulting in a one-way trade of US$356m. Stocks are...

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